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We are a family firm that specializes in individualized services.  We are able to provide tailored, focused attention to meet YOUR needs.  



Kathy has been in the accounting industry in one form or another for most of her adult working life. She returned to college in 2007 to complete an accounting degree, leading to a CPA certification.

Kathy has spent most of her career as a small business owner and knows the importance of understandable and useful accounting and tax information. It is imperative that a business owner has useful information to make decisions. She takes the firm tag line seriously: It's about YOU and the numbers.

When not in the office, Kathy enjoys spending time with her husband and two dogs hiking, back packing, camping, kayaking - anything outdoors - as well as getting her hands dirty in the garden!


Joseph joined us in 2020 and specializes in Payroll processing and bookkeeping, as well as tax return preparation. Joseph has retail and management experience along with owning and operating an online business.

In his spare time, Joseph enjoys spending time with his family and two dogs. During the summer months, he enjoys kayaking on various lakes. His personal interests include collecting comic books, cards, and video games.


Adrianna joined our team in the beginning of 2022. She specializes in bookkeeping and office management. She has 20+ years of experience in customer service and management in a retail setting.

In her spare time, she enjoys spending time with her family. She likes reading books, listening to music, and watching crime shows. In the summer months, she enjoys kayaking on various lakes and lazy rivers.


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